The Institute of Legacy Management has published voluntary ethical guidelines for charities' legacy professionals, covering issues that can arise when charities receive or solicit a legacy or bequest, including: doubts about the source of the donor's income or the donor's character; the risks of unwelcome media interest; and communicating with hostile lay executors or families. You can find the guidance here. The Charity Times has also written about the guidance, which you can find here. Although it is a UK guidance it is helpful for Canadian charities.
Do you require legal advice with respect to Canadian or Ontario non-profits or charities?
Mark Blumberg is a partner at the law firm of Blumberg Segal LLP in Toronto and works almost exclusively in the areas of non-profit and charity law.